Options for Many Investors
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Marketing Alliance meets the needs of many investors. Our options are designed to provide investors,
with easy, efficient and comprehensive access to global investment. Many Finance & Marketing
firms also rely on us to bring together investors with funds representing a vast array of strategies from
all geographies. Learn more about the we offer.
How do you know if your Trading efforts are effective? Are you making more
or less than last year? Are your trading sites who you think they are? How successful
have you been in the past? How many signals are you passing or missing out on and why?
Marketing Alliance answers these questions with the first ever view into the daily activity
within the Global Market database — the most important database as ranked by AMES in a 2014 Cerulli
manager survey. Marketing Alliance shows you what data elements are being searched or screened, where
investors are clicking, what criteria they are using, how many screens you pass or fail and more – with data
refreshed daily. By walking a mile in the decision-makers’ shoes, you can quickly see how to adjust your
strategies to increase the frequency of evaluation and win rates across your portfolio of strategies.
Measure Marketing Efforts
See the number of product profile views for your strategy to understand whether marketing efforts are resulting in additional traction with investment consultants and institutional investorsMarketing Alliance meets the needs of many investors. Our options are designed to provide investors,
with easy, efficient and comprehensive access to global investment. Many Finance & Marketing
firms also rely on us to bring together investors with funds representing a vast array of strategies from
all geographies. Learn more about the we offer.
How do you know if your Trading efforts are effective? Are you making more
or less than last year? Are your trading sites who you think they are? How successful
have you been in the past? How many signals are you passing or missing out on and why?
Marketing Alliance answers these questions with the first ever view into the daily activity
within the Global Market database — the most important database as ranked by AMES in a 2014 Cerulli
manager survey. Marketing Alliance shows you what data elements are being searched or screened, where
investors are clicking, what criteria they are using, how many screens you pass or fail and more – with data
refreshed daily. By walking a mile in the decision-makers’ shoes, you can quickly see how to adjust your
strategies to increase the frequency of evaluation and win rates across your portfolio of strategies.
Measure Marketing Efforts
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Understand your screening activity in the context of your peers by using a peer universe as a baseline
Find out what regions generate the most activity – allowing you to easily evaluate the efforts and placement of sales and marketing resources
Better Understand Competitors
Use the “Perceived Peer Groups” feature to view the products that consultants and investors are comparing you against
Identify universe trends that support product launches and strategic decisions by viewing the ranking of your product universe as compared to the top 10 eVestment universes
Reduce the Risk of Exclusion from Qualified Screens
Use historical screening activity as a benchmark to see the impact of data population over time and to ensure database teams are providing data in a timely fashion, leading to more passed screens each quarter
Prioritize Database Updates
Prioritize which elements should be updated first so you can be included in as many screens as possible
Start winning today by populating data for those data points that are causing you to miss screens
Time your data population to take advantage of peak screening periods
Better Predict Institutional Flows
Anticipate asset flow activity several quarters in advance using our newest Flows Forecasting* module
Quickly see where the biggest gains and losses are predicted by universe
